Verified recordFinancial Services

Arvin Kumar

Associate Director at Summit Planners Pte Ltd

Based in Singapore

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Seniority

Director

Department

General Business & Management

Location

Singapore

Industry

Financial Services

Company size

170

Contact information

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Email

1 credit

a•••••••@summitplanners.com

Phone

5 credits

+65 ••• •••• ••••

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Background

About Arvin Kumar

Arvin is a Ex-Banker who was dealing with High Net Worth individuals, he turned into a Financial Adviser for client centric advice & long term relationship with his clients rather than transactional relationship. He didn’t want to be part of the banks revenue driven & profit focus business model which subjected him to be under sales pressure from senior management and subject to bias advice to his clients. Arvin being a successful individual due to his prudent nature & being knowledgeable in financial markets he decided to carry on his career in a financial advisory firm where he provides holistic wealth planning services to people living, working or owning businesses in Singapore. He specializes in investment advisory in particular to the Expat community & NRIs who are very cost sensitive investors. Arvin being a Ex-Banker he has vast experience in various investment products such as insurance endowments, Mutual funds, ETFs, Structured Notes(options), Bonds & Dual Currency Investments (Forex). In his banking career he has achieved numerous awards & recognition from the banks he worked, for his excellent performance and achievements. Additionally, Arvin believes in honing his skills & craft through continually upgrading his knowledge. He holds a Bachelor in Finance which waived requirements for the Certified Financial Planner (CFP) program, and is required only to take a challenge test for full certification. The curriculum also conforms to Parts 1 and 2 of the Certified Financial Analyst (CFA) Programme. He is also a certified Associate Financial Planner by Financial Planning Association of Singapore (FPAS). He never stops learning and keeping his knowledge up-to-date, because he believes his breadth and depth of knowledge is the bedrock which enables him to provide top-quality financial & investment advice suited to the circumstances of his clients. Advice which they can rely on. Arvin is passionate about helping his clients to conceive, implement and review their financial goals which enables them to have a clear picture and empowers them to live their lives with a peace of mind. “Savers can't beat inflation, but investors can!” “Rock-bottom bank interest rates are a loss-making proposition for common folks and pensioners.” "How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case."- Robert G. Allen So, is there a way to make your money work harder while you are working for the money?

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